William Fraser Gilmore

Employer firm

Farther CRD 302050

$16.0B regulatory AUM 450 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2016 → 04/2022
  Wells Fargo Clearing Services, Llc
  Palo Alto, CA
• 08/2015 → 07/2017
  Telmate
  San Francisco, CA
• 05/2009 → 11/2016
  Wells Fargo Advisors, Llc
  Palo Alto, CA
• 05/2022 → 04/2023
  Portfolio Management Consulting
  San Jose, CA
• 04/2023 → Present
  Farther Finance Advisors
  San Francisco, CA

Previous Registrations

• 2008-05-23 → 2022-04-29
  Wells Fargo Clearing Services, Llc
  Palo Alto, CA

Other Businesses

KELLY RANCH; INVESTMENT RELATED; WALNUT GROVE, CA; PARTNERSHIP FOR LEASE OF FAMILY FARM; 50% OWNERSHIP; START 6/1/2014; NO TIME DEVOTED; PASSIVE INVESTOR; TRUSTEE FOR FAMILY TRUST, INV RELATED, SAN JOSE, CA, START: 6/30/2021, 1 HR/MONTH, 1 HR DURING TRADING.

Exams

• S66 Uniform Combined State Law Examination
  2008-05-21

Other Names

• William Gilmore
• Will Gilmore